Unclaimed
Therese Quigley is an investment professional with over 28 years of experience in the financial services industry. Therese has been registered with J.P. Morgan Securities LLC since 2006 and has held previous positions at Chase Investment Services Corp., Chemical Investment Services Corp., and Chemical Securities, Inc. Therese holds the Series 7, Series 24, Series 63, and Series 65 licenses. Therese is currently registered with the states of New Jersey and New York. J.P. Morgan Securities LLC is a large firm with over $50 billion in assets under management and a wide range of financial services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/03/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/14/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (MELVILLE NY)
NY
09/18/1996 - 11/17/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NA
09/19/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
07/21/1993 - 09/19/1994
CHEMICAL SECURITIES, INC. (NEW YORK NY)
IA
Issued 08/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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